Per Capita vs. Per Stirpes
Gavin L. DiStasi | Blog LinkMuch has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »
Episode 33: The Charles Schwab - TD Ameritrade Merger
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade
New Year’s Financial Resolutions
Jarrett B. Topel | Blog LinkAs we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions. Despite the... Read More »
Episode 32: Charitable Giving Age 70 1/2
Jarrett B. Topel | Podcast LinkIn this episode we discuss charitable giving strategies once you reach age 70 1/2
Thankful
Gavin L. DiStasi | Blog LinkWith the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with the “what I’m thankful for”... Read More »
Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce
Gavin L. DiStasi | Podcast LinkIn this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce
Active Indexing
Jarrett B. Topel | Blog LinkHistorically, there have been two separate and distinct strategies investors have used when investing in the stock market. One is called “... Read More »
Pages
Subscribe to Newsletter
As seen on:
What's news
- April 26, 2021
"75% of stock owners won't be subject to Biden's proposed capital-gains tax hike. Here's why https://t.co/QlJMeTdfvS"
- April 23, 2021
"Biden eyeing capital gains tax as high as 43.4% for wealthy https://t.co/1sVN6T9pI6 via @bpolitics"
- April 21, 2021
"Biden wants to tackle climate change. His pitch is all about jobs. via @csmonitor https://t.co/gtKonazfqy"
- April 15, 2021
"Flurry of hiring in March sparks optimism among US economists via @csmonitor https://t.co/2kc7D60zIU"